How to add birthday field to hubspot

How to add birthday field to hubspot
How to add birthday field to hubspot

how to add birthday field to hubspot: The default contact birthday property in HubSpot is a text field (not a date), so it can’t be utilized as expected in Workflows and different devices. Nonetheless, you can make a custom date property and use it anyplace inside the framework.

In this article, you will track down a bit by bit guide on the most proficient method to work with a date-driven Birthday property in HubSpot.

The most effective method for how to add birthday field to hubspot

How to add birthday field to hubspot
How to add birthday field to hubspot
  • Open your HubSpot record and snap the settings symbol in the primary route bar.
  • In the left sidebar menu, explore to Properties.
  • Explore to the Select an item dropdown menu and snap Contact properties.
  • Click Create property.
  • Fill in Object type, Group, and Label and snap Next.
  • You have effectively made a custom Date property.

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Add a birthday field the default view

How to add birthday field to hubspot
How to add birthday field to hubspot

how to add birthday field to hubspot: In HubSpot, you can alter fields showed in the left-side menu of items.

You can add the Birthday field to the default view, so you will see it each time you open the record.

  • Open your HubSpot record and snap the settings symbol in the principal route bar.
  • In the left sidebar menu, explore to Object => Contacts.
  • Go to the Record customization tab, click Choose properties for default sidebar and the snap Edit.
  • Utilize the inquiry bar to search for the Birthday field.
  • If essential, change its situation inside the part and snap Save.

You have effectively added another Birthday property to your contact’s default screen.

Make a Center on date work process

How to add birthday field to hubspot
How to add birthday field to hubspot

how to add birthday field to hubspot: One of the utilization cases for the Birthday field is sending mechanized messages with good tidings. The rationale is straightforward: HubSpot really looks at the ongoing date, and in the event that it coordinates with a property estimation, the framework plays out any activity (for example Send an email).

  • Explore to Workflows and snap Create work process.
  • Click Start without any preparation (1)
  •  select Contact-based 
  • Click Contact date property 
  • Select Birthday 
How to add birthday field to hubspot
How to add birthday field to hubspot
  • On the Workflow page, set up a Delay of your decision 
  • It demonstrates when the work process will play out an activity.
  • Click an or more symbol to add an activity
  • Set up one of the choices
  • As we will send a Happy Birthday email, we select Send an email. Select one of the mechanized messages and snap Save.
  • Click Review and distribute to audit your work process settings.
  • Set up the Re-enlistment measures, so the contact will re-sign up for the work process on various occasions (for example numerous years).

Click Turn on

Presently on every birthday, the contact will get a Happy Birthday email.

Need to benefit from HubSpot? Look at our HubSpot Onboarding and Re-Onboarding administrations

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